Jim McDermott (D-WA-7), a former Democratic member of the House, has disclosed 42 trades since 2013: 23 purchases worth about $880.51K and 19 sales worth about $665.01K, in 17 stocks. Most traded: C, BAC, FITB. As a portfolio, their stock holdings and trades returned +37.8% from Jan 2014, against +26.4% for the S&P 500. Trades took a median 23 days to be disclosed; 1 came late.
Jim McDermott’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +37.8%, against +26.4% for SPY; the largest fall on the way was -41.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim McDermott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim McDermott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim McDermott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim McDermott | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim McDermott | Jan 2014 | +37.8% | +26.4% | +11.3% | +11.6% | -41.2% | 0.57 | 1.43 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CCitigroup Inc | Financial Services | Closed | – | – | 6 | 5 | 1 | $305.00K | $32.50K | -118.1% | Oct 12, 2016 |
| MSMorgan Stanley | Financial Services | Closed | – | – | 3 | 2 | 1 | $150.00K | $75.00K | +191.4% | Dec 22, 2015 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 5 | 5 | 0 | $215.00K | $0.00 | -36.0% | Feb 25, 2016 |
| GSGoldman Sachs Group Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +112.2% | Sep 22, 2015 |
| HDHome Depot, Inc. | Consumer Discretionary | Closed | – | – | 2 | 0 | 2 | $0.00 | $65.00K | – | Dec 11, 2015 |
| FITBFifth Third Bancorp | Financial Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | -34.6% | Oct 11, 2016 |
| ADMArcher-Daniels-Midland Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 11, 2015 |
| BBDCBarings BDC, Inc. | Financial Services | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -320.2% | Apr 27, 2015 |
| ETFCE TRADE FINANCIAL CORP | Financial Services | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | – | Sep 27, 2016 |
| FTBXLFifth Third Bancorp Depositary Share representing 1/25th Preferred Series H | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | – | Sep 30, 2015 |
| RGAReinsurance Group Of America Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | May 19, 2014 |
| LGCYLEGACY RESERVES LP | Energy | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | – | Sep 24, 2014 |
| AMATApplied Materials Inc /De | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 28, 2014 |
| AMGNAmgen Inc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 3, 2014 |
| AMSYFArcelorMittal | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 8, 2015 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BACBank America Corp | Self | Buy | – | Nov 18, 2014 | Dec 13, 2016 | 756d late | +189.1% | -76.8% | |
| CCITIGROUP INC DEP SHS | Self | Buy | $15K–$50K | Oct 12, 2016 | Nov 16, 2016 | 35d | +152.8% | -99.2% | |
| FITBFIFTH THIRD BANCORP | Self | Sell | $15K–$50K | Oct 11, 2016 | Nov 16, 2016 | 36d | +169.6% | -82.8% | |
| ETFCE Trade Finl Corp | Self | Buy | $15K–$50K | Sep 27, 2016 | Oct 17, 2016 | 20d | – | – | |
| FITBFIFTH THIRD BANCORP | Self | Sell | $1K–$15K | Sep 27, 2016 | Oct 17, 2016 | 20d | +165.3% | -83.6% | |
| Goldman Sachs Medium Term NoteOther | Self | Buy | $15K–$50K | Apr 8, 2016 | May 17, 2016 | 39d | – | – | |
| BACBank America Corp | Self | Buy | $50K–$100K | Feb 11, 2016 | Mar 17, 2016 | 35d | +344.1% | +32.8% | |
| BACBank America Corp | Self | Buy | $15K–$50K | Feb 25, 2016 | Mar 17, 2016 | 21d | +302.3% | +17.6% | |
| CCITIGROUP INC | Self | Buy | $15K–$50K | Feb 25, 2016 | Mar 17, 2016 | 21d | +218.8% | -65.9% | |
| FEDL NATL MTG ASSNOther | Self | Sell | $50K–$100K | Feb 10, 2016 | Mar 17, 2016 | 36d | – | – | |
| GOVT NATL MTG ASSNOther | Self | Sell | $50K–$100K | Feb 24, 2016 | Mar 17, 2016 | 22d | – | – | |
| FITBFifth Third Bancorp | Self | Buy | $1K–$15K | Jan 25, 2016 | Feb 24, 2016 | 30d | +266.2% | -34.6% | |
| ADMArcher-Daniels-Midland Company | Self | Sell | $15K–$50K | Dec 11, 2015 | Jan 13, 2016 | 33d | +121.5% | -151.0% | |
| BACBank America Corp | Self | Buy | $50K–$100K | Dec 22, 2015 | Jan 13, 2016 | 22d | +190.2% | -79.4% | |
| HDHome Depot, Inc. | Self | Sell | $15K–$50K | Dec 11, 2015 | Jan 13, 2016 | 33d | +161.5% | -111.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jim McDermott (D-WA-7), a former Democratic member of the House, has disclosed 42 trades since 2013: 23 purchases worth about $880.51K and 19 sales worth about $665.01K, in 17 stocks. Most traded: C, BAC, FITB. As a portfolio, their stock holdings and trades returned +37.8% from Jan 2014, against +26.4% for the S&P 500. Trades took a median 23 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned +37.8% from January 2014 to November 2026, against +26.4% for the S&P 500, with a largest fall of -41.2%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 23 days to be disclosed. 1 of 42 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.